Solutions

We have developed a suite of cloud-based solutions and services tailored to meet the communication and disclosure needs of the financial services industry. Solutions include:

InvestorPOS™ – a repository and workflow solution for dealers and their advisors delivering Fund Facts, ETF Facts and other disclosure documents to investors in compliance with Point of Sale and CRM2 regulations

DOX™ – a cloud-based solution that offers content management and multi-channel distribution of marketing collateral for sales and marketing teams

Publisher™ – an automated document publishing solution for the online creation of disclosure documents such as Fund Facts, MRFP’s and Financial Statements